Wealth Enhancement Advisory Services’s United States Lime & Minerals USLM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$454K	Buy	4,168 +892	+27%	+$101K	﹤0.01%	2930
2026 Q2	$331K	Sell	3,276 -440	-12%	-$51.1K	﹤0.01%	3102
2026 Q1	$504K	Sell	3,716 -1,279	-26%	-$154K	﹤0.01%	2313
2025 Q4	$636K	Buy	4,995 +305	+7%	+$37.8K	﹤0.01%	2298
2025 Q3	$581K	Buy	4,690 +668	+17%	+$77.1K	﹤0.01%	2244
2025 Q2	$422K	Buy	4,022 +494	+14%	+$48.3K	﹤0.01%	2353
2025 Q1	$312K	Buy	3,528 +1,643	+87%	+$171K	﹤0.01%	2420
2024 Q4	$250K	Buy	+1,885	New	+$239K	﹤0.01%	2525

Other funds holding USLM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's USLM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its United States Lime & Minerals (USLM) stake by 27% in Q3 2026, buying an estimated $101K and bringing the position to 4,168 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Wealth Enhancement Advisory Services first reported a position in USLM in Q4 2024 and has held it in 8 quarters since. The position peaked at $636K in Q4 2025. 180 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

Wealth Enhancement Advisory Services held 4,168 shares of United States Lime & Minerals worth $454K as of Q3 2026.
Wealth Enhancement Advisory Services bought 892 United States Lime & Minerals shares in Q3 2026, an estimated $101K.
United States Lime & Minerals made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2930 holding.
Wealth Enhancement Advisory Services first reported a position in United States Lime & Minerals in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's United States Lime & Minerals position peaked at $636K in Q4 2025.
180 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.